Bank Montreal Medium
13F holders, Q4 2024 (December 31)10holders +3
7new positions
4sold out
1famous investor
$13.66avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Bank Montreal Medium in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Jane Street Group, LLC ($3.7M), GTS Securities LLC ($3.5M) and IHT Wealth Management, LLC ($2.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bank Montreal Medium
- CUSIP
- 06367V402
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $10.8M |
| Exits | 4 | $807K |
All 13F filers, Q3 2024 → Q4 2024: 864,178 shares bought and 68,617 shares sold, net +795,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Jane Street Group, LLC | 0.01% | New | 267,565 | $3.7M |
| GTS Securities LLC | 0.17% | New | 255,503 | $3.5M |
| IHT Wealth Management, LLC | 0.08% | New | 171,033 | $2.3M |
| UBS Group AG | 0.00% | Add +3127.4% | 74,133 | $1.0M |
| Two Sigma Securities, LLC | 0.10% | New | 40,157 | $549K |
| Boston Partners | 0.00% | New | 27,873 | $381K |
| Renaissance Technologies | 0.00% | New | 16,386 | $224K |
| Headlands Technologies LLC | 0.02% | New | 13,208 | $180K |
| HRT Financial LP | 0.00% | Reduce -71.8% | 12,412 | $169K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +22.1% | 3,402 | $46K |
"% of holder's portfolio" is BANK MONTREAL MEDIUM's weight in each manager's 13F, not the share of Bank Montreal Medium the manager owns.